Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all
We recently celebrated 10 years of Marstone! Check out this video of Marstone over the years.
Special shoutouts to our friends, partners, clients, and supporters for believing in us throughout our first decade. We're excited to see what the next decade brings.
Gen Z investment habits:
✅ Over 50% already own assets.
✅ They value ease of use.
❌ They won't wait for "someday."
Don't train your customers to look elsewhere for wealth management. Embed the experience directly into your digital banking.
#FinServ#DigitalBanking
According to ICBA, 54% of community bank CEOs say deposit growth is their #1 challenge, up from just 4% a few years ago.
The "rate game" is a race to the bottom, but the winners are banks that use wealth management as a core strategy for deposit retention.
Investing just got easier.
Thanks to our new integration with @Q2_Software, you can now invest, plan, and grow wealth inside their banking app.
- Low $500 minimum
- A unified experience
- No app-switching
Marstone + Q2 = future of digital finance.
Read more below!
“The historic wealth transfer people talk about? It already began in 2008.”
@MJHartigan saw what was coming and built Marstone to meet the moment.
Embedded wealth isn't the future, it's the now.
[Link to the full article below]
We're pleased to announce Margaret Hartigan, CEO & Founder of @MarstoneInc, as a speaker at #TheWealthMosaicLive 2025: US Conference!
Join us for insights shaping the future of #wealthmanagement.
🎟️ Secure tickets here: https://t.co/MRKQYwkS8b
Webinar Wednesdays next up: March 12!
Join @MarstoneInc CEO, Margaret Hartigan, as she shares an AI-driven approach to financial empowerment—helping navigate key financial decisions while strengthening #creditunion relationships.
👉 Register Now! https://t.co/WL0tMUbxpr
Webinar Wednesdays next up: March 12!
Join @MarstoneInc CEO, Margaret Hartigan, as she shares an AI-driven approach to financial empowerment—helping navigate key financial decisions while strengthening #creditunion relationships.
👉 Register Now! https://t.co/WL0tMUbxpr
This week, #FintechMeetup is bringing together over 700 banks, credit unions.
Our CEO @MJHartigan, and our Director of Enterprise Sales, Benjamin Baker, CFA, are in attendance.
If you're here too, let's find time to connect!
#FintechMeetup25
What do investors want in 2025?
Here are a few insights from @cerulli_assoc 's latest report, highlighting modern investors' key preferences.
The Marstone platform can help financial institutions capitalize on these shifts.
Head to our website to schedule a demo today!
The "CD tsunami" is coming—and it's going to take capital with it.
Do you have a plan for how you'll keep maturing deposits from flowing out of the door?
Today marks a celebration of hope, renewal, and the victory of light over darkness. As we honor these values, we are reminded of the strength they bring to our shared journeys.
From all of us at Marstone, may this Diwali bring happiness, success, and lasting peace.
#Diwali
National #EconomicEducationMonth is here—a reminder of the importance of making finance accessible and understandable for all.
Here at Marstone, our mission is to humanize and demystify finance for all, ensuring everyone can confidently navigate their financial journey.
NYC, here we come! 🗽
@MJHartigan and Benjamin Baker will represent the Marstone team during this year's @ABABankers Annual Convention.
If you’re also attending, be sure to say hello—we’d love to connect and talk about the future of banking.
#ABA2024#ABAannual
Credit unions play a unique role in fostering financial stability and inclusion—and today, on International Credit Union Day, we’re proud to recognize all of our credit union partners!
#InternationalCreditUnionDay